Outline
Under the heading General in the Global Settings module, you will find a collection of procedures that are used to configure most of the settings used in MONITOR. When the system is delivered, all the settings are preset to the default or standard settings.
Below you will find a brief description of all the procedures that can be found under the General menu in the Global Settings module of a complete MONITOR system.
This is where you enter all company information, such as mailing and delivery addresses, telephone numbers, e-mail addresses, the names of your references and so on.
This is where all the settings for all the modules in the entire system are located. The window consists of a number of tabs, where each tab represents a separate module. Under each tab you will find all the settings for each module.
After generation, you will in this procedure see a table of the working days during the year that will be the basis for the calculation of delivery reliability in the Subcontractor Rating, Supplier Rating and Delivery Reliability to Customer procedures. This calendar can also be used when managing transport times on customer and purchase orders.
Register Own Holidays
This procedure is used to register the country's holidays in case the country in question is not available in the General Calendar procedure.
This is where you determine which start number series will be used for each sub-system. Before you start to use the system, you must determine the start number for each number series type. Once the system is running, these start numbers will be counted up consecutively during registration (entering information in the system).
This is where you register budget charts.
This is where you register different external or foreign currency codes. When registering purchase orders or customer orders for import/export, you may need to use foreign currencies. When you update a customer or supplier, you should also enter the default currency code that should apply to orders from or to that particular supplier or customer.
This is where you register different external or foreign currency codes. When registering purchase orders or customer orders for import/export, you may need to use foreign currencies. When you update a customer or supplier, you should also enter the default currency code that should apply to orders from or to that particular supplier or customer.
This is where you configure the settings for texts, as well as the settings for the external documents that are printed using MONITOR. These documents are based on different forms. Such as an order confirmation form, invoice or a purchase order form etc.
This is where you formulate the additional text that can be printed at the bottom of all the forms as needed.
Manufacturing Order Documents
Here you configure the settings for the manufacturing order documents that should exist, and decide which documents should be included and what the manufacturing order should look like, using different documents.
Terms and Conditions
This is where you create all the tables that contain your terms and conditions, such as Terms of payment, Terms of delivery, Delivery methods, etc. These terms and condition tables are used during purchasing and sales.
Here you can create both product groups, customer groups and supplier groups. By using a matrix between these groups, you can create a function that will automatically insert your sales or purchase accounts on orders.
Here you define default activities for customers, suppliers, and parts. These will then be eligible in connection with registration of an activity for customer, quote, customer order, supplier, inquiry, purchase order, part, or employee. You can also create predefined activity templates that can be used to simplify the registration of activities. Activity templates for nonconformities and projects are also created here. However, the actual activities are registered in each respective basic data procedure.
This is where you can create category explanations. These categories are classification or selection terms that can be entered for parts, customers, suppliers, projects and fixed assets. You can also enter a text here that can be used as a help text or explanation for the category in question, during the updating of parts, customers or suppliers.
By using the Category Management window, you can divide the category field into different sections, enter a descriptive text for the category component and also create selection lists with valid values for each category component. You can enter a start value, length (number of characters) and a type (Optional, Optional with selection list or Mandatory with selection list) for each category component.
Here you create price lists. You can enter an unlimited number of price lists in the system. Price lists are linked to customers, and all the parts are given a price per price list.
The Selection List Extra Info procedure consists of a table in which you can register texts that will be used as a default additional text under any of the Extra info tabs.
This procedure lets you create the language codes that will be used in the system. For each language code, you must translate a number of standard words. These are words that will be printed on external documents (forms). When the MONITOR system is delivered the following languages are included; Swedish, English, Finnish, French, German, Polish, Lithuanian, Chinese, Russian, Norwegian, Estonian, Latvian and Danish.
In the Phrases procedure, you can enter different kinds of general text phrases that can later be used in different parts of the system to facilitate and speed up the entering of frequently used text. In any optional entry field in a procedure, you can later load the phrases in a dialog window using the shortcut key Ctrl+F2 or via the Info menu under the right mouse button.
Here you can enter message text and hyperlinks that are then shown on start pages that use the text component Bulletin board. Start pages are created and configured in the Configuration Start Page procedure.
Here you can load a list that logs all the major events that take place in the system. For example, Run Netting. The log contains information about who ran the Netting, when, in which procedure, and other pertinent information.